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Bristol-Myers Squibb

2,487 hedge funds and large institutions have $91.9B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 930 increasing their positions, 912 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 110

52% more funds holding in top 10

Funds holding in top 10: 2741 (+14)

15% more capital invested

Capital invested by funds: $80B → $91.9B (+$11.9B)

10% more funds holding

Funds holding: 2,2592,487 (+228)

2.46% more ownership

Funds ownership: 76.4%78.86% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 930 | Existing positions reduced: 912

1% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.75B

Holders
2,487
Holders Change
+228
Holders Change %
+10.09%
% of All Funds
32.75%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.54%
New
375
Increased
930
Reduced
912
Closed
110
Calls
$1.76B
Puts
$1.75B
Net Calls
+$9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2526
Bayesian Capital Management
New York
-$942K -18,200 Closed
VU
2527
Valence8 US
Massachusetts
-$920K -17,785 Closed
HT
2528
Headlands Technologies
Illinois
-$901K -17,423 Closed
CM
2529
Capula Management
Cayman Islands
-$894K -17,276 Closed
CA
2530
Calton & Associates
Florida
-$802K -15,503 Closed
N
2531
Numerai
California
-$770K -14,884 Closed
NED
2532
Nancy E. Dempze
-$651K -12,575 Closed
AAI
2533
American Assets Inc
California
-$621K -12,000 Closed
MIS
2534
Morningstar Investment Services
Illinois
-$538K -10,570 Closed
LIP
2535
Lighthouse Investment Partners
Florida
-$518K -10,004 Closed
BWM
2536
Buckley Wealth Management
Nevada
-$498K -9,622 Closed
LSPW
2537
Lake Street Private Wealth
Illinois
-$494K -9,545 Closed
ACM
2538
AlphaStar Capital Management
North Carolina
-$485K -9,379 Closed
NFG
2539
Norris Financial Group
South Carolina
-$476K -9,195 Closed
CCMT
2540
CMT Capital Markets Trading
Germany
-$459K -8,870 Closed
CCP
2541
Cassia Capital Partners
North Carolina
-$425K -8,222 Closed
GCP
2542
GSA Capital Partners
United Kingdom
-$397K -7,671 Closed
MA
2543
MYDA Advisors
New York
-$388K -7,500 Closed
YC
2544
Yarbrough Capital
Tennessee
-$383K -7,400 Closed
MPM
2545
MBB Public Markets
Illinois
-$368K -7,110 Closed
IFU
2546
iSAM Funds (UK)
United Kingdom
-$335K -6,469 Closed
NAS
2547
NWF Advisory Services
California
-$328K -6,348 Closed
NME
2548
Notis-McConarty Edward
-$323K -6,235 Closed
LCM
2549
Landscape Capital Management
New Jersey
-$319K -6,168 Closed
IA
2550
IFG Advisors
Missouri
-$317K -6,118 Closed

BMY Hedge Fund Activity: Q4 2024 in Review

2,487 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2024, worth a combined $91.9B — up 15% from $80B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new BMY positions and 110 closed out — a net gain of 265 holders — while 930 added to existing stakes and 912 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $773M.

  • 2,487 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2024, up from 2,259 in Q3 2024.
  • Funds reported $91.9B of Bristol-Myers Squibb stock for Q4 2024, up 15% quarter-over-quarter.
  • 375 funds opened new Bristol-Myers Squibb positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2024 was JP Morgan Chase, an estimated $1.01B added.
  • The largest Bristol-Myers Squibb seller in Q4 2024 was Fidelity Investments, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2024.